June 25, 2018: What Can We Learn From GE’s Removal From Dow Jones Index?
From GE’s decline, we learn that one should avoid individual stock and fund mistakes and rely on some well defined strategies in investing.
June 18, 2018: The ‘Best’ Balanced Portfolio Continues To Excel
We compare our ‘best’ balanced portfolio with Morningstar’s ‘gold’ rated balance funds in details.
June 11, 2018: Is 10 Year Long Enough For Portfolio Comparison?
We look at ‘long term’ performance in more details, specifically to see whether 10 year is a long enough period for portfolio comparison purpose.
June 4, 2018: Action Plan: Risk Review For Investments
Risk review, especially using walk through or visualization, can help to set expectation right for the next downturn.
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: Are we/me investing in the wrong things? March 24, 2023Wannaretireearly wrote: ↑Fri Mar 24, 2023 4:57 am I think of this in terms of economics. Marginal utility etc. There is a point where: 1. Making/investing money is not going to make any material difference to our lives (marginal utility is tiny or zero, spending time growing a pile you’ll never spend, into a larger […]Pinotage
- Re: [Interactive Brokers margin account for IRA futures - holding T-Bills not allowed] March 24, 2023comeinvest wrote: ↑Fri Mar 24, 2023 12:25 am sharukh wrote: ↑Thu Mar 23, 2023 8:44 pm skierincolorado wrote: ↑Thu Mar 23, 2023 5:25 pm sharukh wrote: ↑Thu Mar 23, 2023 5:09 pm sharukh wrote: ↑Sun Feb 26, 2023 5:55 am Good questions. I am still getting my account setup. For now this is a thought […]sharukh
- Re: Last Week Tonight on timeshares March 24, 2023fetch5482 wrote: ↑Thu Mar 23, 2023 10:40 pm Wannaretireearly wrote: ↑Thu Mar 23, 2023 10:20 pm My line is I’m leaving the country soon, so buying anything doesn’t make sense. They'll reply along the lines of "you can exchange the points with any of our 1500 resorts world wide. Where are you relocating to?" I […]Wannaretireearly
- Re: Diversify away from U.S. Government? March 24, 2023In the case of bonds, diversification doesn't necessarily reduce risk. An extreme example would be adding junk bonds to your portfolio. If you view US Treasuries as the safest, adding international would arguably be a less extreme version where you are getting more countries but that doesn't necessarily mean lower risk.aristotelian
- Re: Career crossroads - mid 40s March 24, 2023I'm of similar age and "stuck" as an IC in tech, but maybe that's a good thing. I still love what I do, so I don't plan on any changes. I also consider myself very fortunate after personally seeing so many people have their careers permanently derailed in the 80's and 90's. One of my […]ClevrChico